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黑金甲虫

黑金甲虫

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IP属地：北京

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135粉丝

6主题

0勋章

10-02

$特斯拉(TSLA)$ 这是提前开盘了吗[笑哭]

06-27

$小米集团-W(01810)$ 不知道为啥，自从了解了比一元硬币还薄的笔记本，就对雷军没啥好感，耍这鸡贼心眼就叫会营销？

彻底爆了！小米首款SUV小米YU7上市，1小时大定突破289000台

06-25

还“或”违反交规，违反了就违反了，没有就没有，别说你们都不清楚交规[捂脸]

美股异动 | 特斯拉高开低走跌近2%，Robotaxi首秀或违反交规，正接受联邦调查

06-17

$特斯拉(TSLA)$ 特斯拉今天好像大批交车了，路上看见四五辆临牌

06-10

$特斯拉(TSLA)$ 看涨同时，买下探10%的保护，我宁愿涨的时候交点保护费

06-09

特斯拉除了sexy没有新车型，加之DOGE和焕新生产线交替，市场需求逐渐降低是正常的，但特斯拉有机器人，而比亚迪只有电车

别说第一，特斯拉连全球纯电第二名，都保不住了

06-09

依我看，马斯克只是履行离任前和特朗普的约定，马斯克跳出来这一骂，然后又和特朗普示好缓和，这样其他人就不会反对法案了[666]

05-12

$特斯拉(TSLA)$ 反正出了20%，剩下继续吃肉，敢跌到240就全补回来

04-23

$特斯拉(TSLA)$ 感觉四月底是最后加仓机会

04-21

$特斯拉(TSLA)$ 今晚又是sp的好时机

04-18

sexy已经够了，2是啥

“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi

04-17

$霸王茶姬(CHA)$ 20股…可能会留做纪念了

04-16

说真的我对model2也提不起兴趣[笑哭]

马斯克对电车失去兴趣？叫停Model 2项目，全力押注AI

04-09

不受情绪左右，保持清醒，永不退出

03-31

$特斯拉(TSLA)$ 空军加油，干到220我再加一手

03-11

$特斯拉(TSLA)$ $Tradr 2X Short TSLA Daily ETF(TSLQ)$ 对不住，你为大家，我为小家，但依然看好你所做的事，卖出盈利，留着看多

02-27

看了FSD在中国的很多视频，走自行车道右转，不进待转区，调头规则不清楚外，这些只是需要数据学习即可掌握，就像人一样，这是从实际情况角度出发的。而目前国内大多都是规则型，地线，路标，指示灯，这些我们可以叫它因子，因子组合稳定，场景就可控，一旦因子不稳定或新的因子出现，智驾秒变智障，如何将一套代码适用所有场景是最难的，而基于视觉场景的机器学习才是一劳永逸。虽然目前FSD水土不服，但我看好它的进化速度！

02-03

$英伟达(NVDA)$ deepseek成本再怎么低，也顶多干掉chatgpt，用的还是英伟达芯片，不懂为啥能干掉卖铲子的[捂脸] ，现在回调难道不是大好时机吗？

01-22

$特斯拉(TSLA)$ 个人观点，特朗普政府提高电车税率，实际是对特斯拉利好，因为这将消灭更多初创和其他转型公司，提高市场占有率，而后续因为特斯拉有目共睹的纳税比重增多，相信特朗普政府会顺民意提出更多利好政策

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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彻底爆了！小米首款SUV小米YU7上市，1小时大定突破289000台\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-27 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月26日晚间，雷军官宣YU7售价25.35万起，发布后3分钟大定突破20万台，仅仅1个小时后大定28.9万台。<a href=\"https://laohu8.com/S/XIACY\">小米集团ADR</a>盘中一度涨超12%，股价创历史新高。同时刺激恒指期货上扬。<a href=\"https://laohu8.com/S/XIACY\">小米集团ADR</a>最终涨9.85%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7348a699830ea633b3d1c67b2cfe15c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米汽车首款SUV车型YU7标准版的售价为25.35万元，比Model Y便宜1万元，Pro版售价27.99万元，MAX版售价32.99万元。全系超长续航，标准版为835km。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088339947c952d5535e9b7528ac4d8a1\" title=\"\" tg-width=\"1080\" tg-height=\"1440\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ce81c161e9ca994188de2bf9fe62b1\" title=\"\" tg-width=\"960\" tg-height=\"1280\"/></p><p>同日，小米还发布了AI眼镜、SU7 Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","BK1607":"新IT概念","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","XIACY":"小米集团ADR","01810":"小米集团-W","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174482766","content_text":"6月26日晚间，雷军官宣YU7售价25.35万起，发布后3分钟大定突破20万台，仅仅1个小时后大定28.9万台。小米集团ADR盘中一度涨超12%，股价创历史新高。同时刺激恒指期货上扬。小米集团ADR最终涨9.85%。小米汽车首款SUV车型YU7标准版的售价为25.35万元，比Model Y便宜1万元，Pro版售价27.99万元，MAX版售价32.99万元。全系超长续航，标准版为835km。同日，小米还发布了AI眼镜、SU7 Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。","news_type":1,"symbols_score_info":{"01810":1,"MIUmain":1,"XIACY":1.1}},"isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449701215387704,"gmtCreate":1750817265531,"gmtModify":1750817267357,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"还“或”违反交规，违反了就违反了，没有就没有，别说你们都不清楚交规[捂脸]&nbsp;&nbsp;","listText":"还“或”违反交规，违反了就违反了，没有就没有，别说你们都不清楚交规[捂脸]&nbsp;&nbsp;","text":"还“或”违反交规，违反了就违反了，没有就没有，别说你们都不清楚交规[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449701215387704","repostId":"1177158295","repostType":2,"repost":{"id":"1177158295","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1750776806,"share":"https://www.laohu8.com/m/news/1177158295?lang=&edition=full","pubTime":"2025-06-24 22:53","market":"us","language":"zh","title":"美股异动 | 特斯拉高开低走跌近2%，Robotaxi首秀或违反交规，正接受联邦调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1177158295","media":"老虎资讯综合","summary":"本周二（6月24日）美股早盘， $特斯拉(TSLA)$ 高开低走跌近2%，截至发稿报342.21美元，跌幅1.86%：据悉，特斯拉自动驾驶出租车（Robotaxi）在奥斯汀首秀期间涉嫌违反交通法规，美国国家公路交通安全管理局（NHTSA）已就超速行驶和违规变道等事件展开调查。NHTSA已就多起网络视频事件联系特斯拉公司。这些视频显示，特斯拉自动驾驶出租车在南奥斯汀地区运营期间涉嫌违反交通法规。目前特斯拉正在该地区为受邀客户提供自动驾驶出行服务。","content":"<html><head></head><body><p>本周二（6月24日）美股早盘， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 高开低走跌近2%，截至发稿报342.21美元，跌幅1.86%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/437324b21aa5a580aa28b4fcafcc1dfc\" tg-width=\"560\" tg-height=\"240\"/></p><p>据悉，特斯拉自动驾驶出租车（Robotaxi）在奥斯汀首秀期间涉嫌违反交通法规，美国国家公路交通安全管理局（NHTSA）已就超速行驶和违规变道等事件展开调查。</p><p style=\"text-align: justify;\">NHTSA已就多起网络视频事件联系特斯拉公司。这些视频显示，特斯拉自动驾驶出租车在南奥斯汀地区运营期间涉嫌违反交通法规。目前特斯拉正在该地区为受邀客户提供自动驾驶出行服务。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 特斯拉高开低走跌近2%，Robotaxi首秀或违反交规，正接受联邦调查</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动 | 特斯拉高开低走跌近2%，Robotaxi首秀或违反交规，正接受联邦调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-24 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周二（6月24日）美股早盘， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 高开低走跌近2%，截至发稿报342.21美元，跌幅1.86%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/437324b21aa5a580aa28b4fcafcc1dfc\" tg-width=\"560\" tg-height=\"240\"/></p><p>据悉，特斯拉自动驾驶出租车（Robotaxi）在奥斯汀首秀期间涉嫌违反交通法规，美国国家公路交通安全管理局（NHTSA）已就超速行驶和违规变道等事件展开调查。</p><p style=\"text-align: justify;\">NHTSA已就多起网络视频事件联系特斯拉公司。这些视频显示，特斯拉自动驾驶出租车在南奥斯汀地区运营期间涉嫌违反交通法规。目前特斯拉正在该地区为受邀客户提供自动驾驶出行服务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177158295","content_text":"本周二（6月24日）美股早盘， 特斯拉 高开低走跌近2%，截至发稿报342.21美元，跌幅1.86%：据悉，特斯拉自动驾驶出租车（Robotaxi）在奥斯汀首秀期间涉嫌违反交通法规，美国国家公路交通安全管理局（NHTSA）已就超速行驶和违规变道等事件展开调查。NHTSA已就多起网络视频事件联系特斯拉公司。这些视频显示，特斯拉自动驾驶出租车在南奥斯汀地区运营期间涉嫌违反交通法规。目前特斯拉正在该地区为受邀客户提供自动驾驶出行服务。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447045307089768,"gmtCreate":1750162976433,"gmtModify":1750162979152,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉今天好像大批交车了，路上看见四五辆临牌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉今天好像大批交车了，路上看见四五辆临牌","text":"$特斯拉(TSLA)$ 特斯拉今天好像大批交车了，路上看见四五辆临牌","images":[{"img":"https://static.tigerbbs.com/77ddc78c50b8e2ef5e9064176cd62e75","width":"3000","height":"4000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447045307089768","isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":444427567026488,"gmtCreate":1749524254152,"gmtModify":1749524255375,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看涨同时，买下探10%的保护，我宁愿涨的时候交点保护费","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看涨同时，买下探10%的保护，我宁愿涨的时候交点保护费","text":"$特斯拉(TSLA)$ 看涨同时，买下探10%的保护，我宁愿涨的时候交点保护费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444427567026488","isVote":1,"tweetType":1,"viewCount":2359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444214096048888,"gmtCreate":1749471887359,"gmtModify":1749471889327,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"特斯拉除了sexy没有新车型，加之DOGE和焕新生产线交替，市场需求逐渐降低是正常的，但特斯拉有机器人，而比亚迪只有电车","listText":"特斯拉除了sexy没有新车型，加之DOGE和焕新生产线交替，市场需求逐渐降低是正常的，但特斯拉有机器人，而比亚迪只有电车","text":"特斯拉除了sexy没有新车型，加之DOGE和焕新生产线交替，市场需求逐渐降低是正常的，但特斯拉有机器人，而比亚迪只有电车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444214096048888","repostId":"2542877926","repostType":2,"repost":{"id":"2542877926","kind":"news","pubTimestamp":1749448260,"share":"https://www.laohu8.com/m/news/2542877926?lang=&edition=full","pubTime":"2025-06-09 13:51","market":"us","language":"zh","title":"别说第一，特斯拉连全球纯电第二名，都保不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2542877926","media":"Ofweek光电信息网","summary":"说起全球新能源汽车的代表者，一定是特斯拉，毕竟它目前也是全球市值最高的车企，品牌也是最响亮的。不过2022年时，论纯电车销量，特斯拉还是第一名，但到了2024年末时，纯电车的销量也被中国车企比亚迪超过，特斯拉只能排第二名。到了2025年二季度时时，特斯拉连全球纯电销量第二名，都保不住了，被中国车企吉利超过了，你说尴尬不尴尬？","content":"<html><body><article><p>说起全球新能源汽车的代表者，一定是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，毕竟它目前也是全球市值最高的车企，品牌也是最响亮的。</p><p>特别是前几年，特斯拉一直是全球销量最高的纯电品牌，畅销全球，而中国车企确实早期是跟在特斯拉后面学的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250609135908404d206o11qkbo5i4i\"/><p>不过，随着国产汽车在新能源领域的发展，特斯拉慢慢的就地位不保了。</p><p>首先是在2022年，全球新能源汽车的总销量排第一名的不再是特斯拉，而是<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。不过2022年时，论纯电车销量，特斯拉还是第一名，但到了2024年末时，纯电车的销量也被中国车企<a href=\"https://laohu8.com/S/01211\">比亚迪</a>超过，特斯拉只能排第二名。</p><p>到了2025年二季度时时，特斯拉连全球纯电销量第二名，都保不住了，被中国车企吉利超过了，你说尴尬不尴尬？</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202506/09100734814924.jpg\"/><p>如上图所示，这是某机构跟踪的从2019年到2025年，全球纯电汽车销量排名、市场份额等情况。</p><p>可以看到在2024年之前，纯电车是特斯拉的天下，份额均是超过20%的，相当于每卖出5辆纯电车中，就有一辆是特斯拉。</p><p>但到了2024年末时，比亚迪超过了特斯拉，特斯拉只能排第二名了，2025年二季度时，特斯拉再被吉利超过，排到第三名去了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250609135943219d206okmbf5857ei\"/><p>另外，大家看看前20名中，中国车企占了11位，份额超过了60%以上，更何况这还只是部分车企，要是全部算上中国车企，估计总到70-80%的份额去了。</p><p>可见，现在的国产汽车，也许在燃油车上还是不如一些国外车企，但是在新能源领域，不仅仅是混动这一块，在纯电这一块，也是处于真正的统治地位了。</p><p>想以前，大家都说中国汽车工业落后欧美上百年，如今看到这个新能源汽车、纯电汽车的销量及市场，估计大家不会再这么说了吧，中国汽车工业这算是真正的弯道超车了。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n别说第一，特斯拉连全球纯电第二名，都保不住了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-09 13:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060913594695144db9&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>说起全球新能源汽车的代表者，一定是特斯拉，毕竟它目前也是全球市值最高的车企，品牌也是最响亮的。特别是前几年，特斯拉一直是全球销量最高的纯电品牌，畅销全球，而中国车企确实早期是跟在特斯拉后面学的。不过，随着国产汽车在新能源领域的发展，特斯拉慢慢的就地位不保了。首先是在2022年，全球新能源汽车的总销量排第一名的不再是特斯拉，而是比亚迪。不过2022年时，论纯电车销量，特斯拉还是第一名，但到了2024...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060913594695144db9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4588":"碎股","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) 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ACC","BK4612":"AI芯片"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060913594695144db9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542877926","content_text":"说起全球新能源汽车的代表者，一定是特斯拉，毕竟它目前也是全球市值最高的车企，品牌也是最响亮的。特别是前几年，特斯拉一直是全球销量最高的纯电品牌，畅销全球，而中国车企确实早期是跟在特斯拉后面学的。不过，随着国产汽车在新能源领域的发展，特斯拉慢慢的就地位不保了。首先是在2022年，全球新能源汽车的总销量排第一名的不再是特斯拉，而是比亚迪。不过2022年时，论纯电车销量，特斯拉还是第一名，但到了2024年末时，纯电车的销量也被中国车企比亚迪超过，特斯拉只能排第二名。到了2025年二季度时时，特斯拉连全球纯电销量第二名，都保不住了，被中国车企吉利超过了，你说尴尬不尴尬？如上图所示，这是某机构跟踪的从2019年到2025年，全球纯电汽车销量排名、市场份额等情况。可以看到在2024年之前，纯电车是特斯拉的天下，份额均是超过20%的，相当于每卖出5辆纯电车中，就有一辆是特斯拉。但到了2024年末时，比亚迪超过了特斯拉，特斯拉只能排第二名了，2025年二季度时，特斯拉再被吉利超过，排到第三名去了。另外，大家看看前20名中，中国车企占了11位，份额超过了60%以上，更何况这还只是部分车企，要是全部算上中国车企，估计总到70-80%的份额去了。可见，现在的国产汽车，也许在燃油车上还是不如一些国外车企，但是在新能源领域，不仅仅是混动这一块，在纯电这一块，也是处于真正的统治地位了。想以前，大家都说中国汽车工业落后欧美上百年，如今看到这个新能源汽车、纯电汽车的销量及市场，估计大家不会再这么说了吧，中国汽车工业这算是真正的弯道超车了。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444177735815336,"gmtCreate":1749463411210,"gmtModify":1749464064629,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"依我看，马斯克只是履行离任前和特朗普的约定，马斯克跳出来这一骂，然后又和特朗普示好缓和，这样其他人就不会反对法案了[666]&nbsp;&nbsp;","listText":"依我看，马斯克只是履行离任前和特朗普的约定，马斯克跳出来这一骂，然后又和特朗普示好缓和，这样其他人就不会反对法案了[666]&nbsp;&nbsp;","text":"依我看，马斯克只是履行离任前和特朗普的约定，马斯克跳出来这一骂，然后又和特朗普示好缓和，这样其他人就不会反对法案了[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/444177735815336","isVote":1,"tweetType":1,"viewCount":3817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"老马花了2亿刀，没捞到任何好处是事实吧？","text":"老马花了2亿刀，没捞到任何好处是事实吧？","html":"老马花了2亿刀，没捞到任何好处是事实吧？"},{"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"Muskey","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":9,"crmLevelSwitch":0,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"content":"就是在演戏‌[笑哭] 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09:21","market":"us","language":"zh","title":"“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi","url":"https://stock-news.laohu8.com/highlight/detail?id=1199035526","media":"CyberDaily","summary":"但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。更关键的是，报告对Robotaxi的盈利模式提出了质疑。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab计划。","content":"<html><head></head><body><p>正在从电动汽车到AI机器人公司转型的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，正站在一个关键的十字路口。</p><p>据知名科技媒体<em> The Information </em>援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶出租车）计划可能面临的重大财务风险，并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。</p><p>这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管，在会议上激烈地陈述了同时推进Model 2与Robotaxi的战略必要性和经济合理性，认为这是平衡风险、保证增长的稳妥路径。他们希望这是说服马斯克回心转意的最后机会。</p><p>但马斯克对于制造一款“常规”的平价电动车似乎早已失去了兴趣（言外之意，让被人去做吧）。尽管他本人曾在2020年雄心勃勃地宣布要推出2.5万美元的车型，但时至2024年，他的态度发生了180度转变，甚至公开表示推出这类车型是“毫无意义”且“愚蠢”的，与特斯拉的“信念”背道而驰。面对高管团队近乎一致的进谏，一位被视为马斯克亲信的高管（助手）甚至半带紧张地询问：“你们这是要兵变吗？”</p><p>高管们也并非凭空担忧，他们的核心依据是一份内部研究报告。该报告由公司内部，特别是曾深受信赖的动力总成负责人Baglino领导的团队完成，其分析结果对纯粹的Robotaxi战略描绘了一幅严峻图景。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。但即便如此，在剔除不愿意放弃私家车的用户后，可供Robotaxi争夺的市场规模可能仅在百万辆级别，这难以完全替代特斯拉目前在美国的庞大销量，年约60万辆。</p><p>更关键的是，报告对Robotaxi的盈利模式提出了质疑。虽然单车售价可能在2万至2.5万美元，且能在生命周期内通过车费分成为特斯拉带来数倍于售价的收入，但高昂的前期投入、运营成本（包括充电、维护、停放设施）以及激烈的市场竞争，使得其回报周期异常漫长。报告明确指出，尤其是在美国以外的地区，复杂的监管环境将是巨大的障碍，导致Robotaxi业务在很长一段时间内难以实现全球化扩张，其盈利能力和规模将受到严重限制。报告甚至悲观地预测，该项目可能会连续多年处于亏损状态。这份内部评估赋予Robotaxi的实际价值，与马斯克在2019年公开宣称的单车价值高达10万至20万美元的愿景，形成了巨大的反差。</p><p>但是，面对数据和团队的警示，马斯克选择了坚持自己的判断（分析师纸上谈兵，预测模型不懂特斯拉的未来）。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab（Robotaxi）计划。</p><p>这一决策不仅是产品路线图的调整，更是特斯拉公司身份认同的深刻转变——从一家以制造和销售电动汽车为核心的企业，加速向一家以人工智能和自动驾驶技术为驱动力的公司演进。</p><p>有分析认为，正是这种由马斯克强力主导的战略转型，而非市场因素，是导致特斯拉近年来产品线更新缓慢（五年仅推出市场反响不佳的Cybertruck）、增长出现瓶颈的部分原因。</p><p>此事件也再次引发了外界对于马斯克领导风格和特斯拉内部决策机制的担忧。批评者认为，这可能反映了马斯克倾向于相信个人直觉而非数据分析，且可能被“好好先生”式的下属所包围，导致不同意见难以被充分听取和采纳。将公司巨大的资源和未来押注在技术和商业模式均存在巨大不确定性的Robotaxi上，同时放弃已被市场验证、能够带来稳定现金流和市场份额的平价车型业务，无疑是一场高风险的赌博。这不仅可能影响特斯拉的短期业绩和长期估值逻辑，也被认为是导致部分资深高管在近期离职的重要因素之一。</p><p>特斯拉的未来，正沿着马斯克划定的、充满未知但或许也蕴藏颠覆性机遇的轨道，加速驶去。</p><p><strong>NuRoCity：</strong></p><p>特斯拉面对全球电动车（中国）的围剿，高管们的策略是“迎难”而上，在策略上做出调整，推出更评价车型以应对市场冲击，继续稳固领先地位。你可以理解为这是本能的防御反应——但高管们有数据模型支撑这个策略；对于特斯拉掌舵人，马斯克则在很久以前多次强调特斯拉不再是电动汽车公司，而是一家AI机器人公司，而这一身份认同或者定位、战略，在去年We Robot活动之后更加确切——或许就在那时，马斯克如本文提到的，一票否决高管们的进谏，而坚持自动化就是未来的战略。</p><p>事实上所有汽车公司都走在十字路口，马斯克则选择走在其规划的宏图路线上——具体而言力推AI、机器人。AI，前有xAI、FSD以及背后的算力矩阵；后有正在量产的Optimus——而这些技术栈被马斯克视为特斯拉金字塔的尖——它们可为特斯拉打造多形态的AI机器人载体，以服务其野望中的用户和场景。Robotaxi(CyberCab)、RoboVan、Cybertruck、包括嵌入FSD的百万特斯拉电动车、以及Optimus——这些是现有已知的形态。现在，他要带特斯拉的现在和未来进入AI机器人的蓝图里，并且继续保持领先优势。</p><p>可以理解为，以上的冲突来自创始人模式与经理人模式的博弈。马斯克选择跳过电动车的内卷里，走自己的奥德赛——他称明年要让星舰载着Cybertruck和Optimus去火星，进行一次探索。</p><p>从Doge视线回归特斯拉，马斯克最近多次转发FSD的表现帖子——自动驾驶的Model Y、Cybertruck自行到轮船舱、交付中心——这似乎是特斯拉Robotaxi在今年6月份于奥斯汀的一次预演，在公众建立安全、可靠与期待的心智。</p></body></html>","source":"lsy1744939333503","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“你们这是要兵变吗？”特斯拉内部报告流出：马斯克否决高管，力推Robotaxi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-18 09:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w><strong>CyberDaily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在从电动汽车到AI机器人公司转型的特斯拉，正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","BK4598":"佩洛西持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4548":"巴美列捷福持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC"},"source_url":"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199035526","content_text":"正在从电动汽车到AI机器人公司转型的特斯拉，正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》，特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi（无人驾驶出租车）计划可能面临的重大财务风险，并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是，这份警示性的报告据称已被首席执行官埃隆·马斯克否决，他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈，在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管，在会议上激烈地陈述了同时推进Model 2与Robotaxi的战略必要性和经济合理性，认为这是平衡风险、保证增长的稳妥路径。他们希望这是说服马斯克回心转意的最后机会。但马斯克对于制造一款“常规”的平价电动车似乎早已失去了兴趣（言外之意，让被人去做吧）。尽管他本人曾在2020年雄心勃勃地宣布要推出2.5万美元的车型，但时至2024年，他的态度发生了180度转变，甚至公开表示推出这类车型是“毫无意义”且“愚蠢”的，与特斯拉的“信念”背道而驰。面对高管团队近乎一致的进谏，一位被视为马斯克亲信的高管（助手）甚至半带紧张地询问：“你们这是要兵变吗？”高管们也并非凭空担忧，他们的核心依据是一份内部研究报告。该报告由公司内部，特别是曾深受信赖的动力总成负责人Baglino领导的团队完成，其分析结果对纯粹的Robotaxi战略描绘了一幅严峻图景。报告承认，Robotaxi的高利用率可能重塑交通格局，甚至导致美国汽车年销量大幅萎缩。但即便如此，在剔除不愿意放弃私家车的用户后，可供Robotaxi争夺的市场规模可能仅在百万辆级别，这难以完全替代特斯拉目前在美国的庞大销量，年约60万辆。更关键的是，报告对Robotaxi的盈利模式提出了质疑。虽然单车售价可能在2万至2.5万美元，且能在生命周期内通过车费分成为特斯拉带来数倍于售价的收入，但高昂的前期投入、运营成本（包括充电、维护、停放设施）以及激烈的市场竞争，使得其回报周期异常漫长。报告明确指出，尤其是在美国以外的地区，复杂的监管环境将是巨大的障碍，导致Robotaxi业务在很长一段时间内难以实现全球化扩张，其盈利能力和规模将受到严重限制。报告甚至悲观地预测，该项目可能会连续多年处于亏损状态。这份内部评估赋予Robotaxi的实际价值，与马斯克在2019年公开宣称的单车价值高达10万至20万美元的愿景，形成了巨大的反差。但是，面对数据和团队的警示，马斯克选择了坚持自己的判断（分析师纸上谈兵，预测模型不懂特斯拉的未来）。他最终驳回了这份报告，否决了具备驾驶功能的2.5万美元平价车型项目，全力推进其Cybercab（Robotaxi）计划。这一决策不仅是产品路线图的调整，更是特斯拉公司身份认同的深刻转变——从一家以制造和销售电动汽车为核心的企业，加速向一家以人工智能和自动驾驶技术为驱动力的公司演进。有分析认为，正是这种由马斯克强力主导的战略转型，而非市场因素，是导致特斯拉近年来产品线更新缓慢（五年仅推出市场反响不佳的Cybertruck）、增长出现瓶颈的部分原因。此事件也再次引发了外界对于马斯克领导风格和特斯拉内部决策机制的担忧。批评者认为，这可能反映了马斯克倾向于相信个人直觉而非数据分析，且可能被“好好先生”式的下属所包围，导致不同意见难以被充分听取和采纳。将公司巨大的资源和未来押注在技术和商业模式均存在巨大不确定性的Robotaxi上，同时放弃已被市场验证、能够带来稳定现金流和市场份额的平价车型业务，无疑是一场高风险的赌博。这不仅可能影响特斯拉的短期业绩和长期估值逻辑，也被认为是导致部分资深高管在近期离职的重要因素之一。特斯拉的未来，正沿着马斯克划定的、充满未知但或许也蕴藏颠覆性机遇的轨道，加速驶去。NuRoCity：特斯拉面对全球电动车（中国）的围剿，高管们的策略是“迎难”而上，在策略上做出调整，推出更评价车型以应对市场冲击，继续稳固领先地位。你可以理解为这是本能的防御反应——但高管们有数据模型支撑这个策略；对于特斯拉掌舵人，马斯克则在很久以前多次强调特斯拉不再是电动汽车公司，而是一家AI机器人公司，而这一身份认同或者定位、战略，在去年We Robot活动之后更加确切——或许就在那时，马斯克如本文提到的，一票否决高管们的进谏，而坚持自动化就是未来的战略。事实上所有汽车公司都走在十字路口，马斯克则选择走在其规划的宏图路线上——具体而言力推AI、机器人。AI，前有xAI、FSD以及背后的算力矩阵；后有正在量产的Optimus——而这些技术栈被马斯克视为特斯拉金字塔的尖——它们可为特斯拉打造多形态的AI机器人载体，以服务其野望中的用户和场景。Robotaxi(CyberCab)、RoboVan、Cybertruck、包括嵌入FSD的百万特斯拉电动车、以及Optimus——这些是现有已知的形态。现在，他要带特斯拉的现在和未来进入AI机器人的蓝图里，并且继续保持领先优势。可以理解为，以上的冲突来自创始人模式与经理人模式的博弈。马斯克选择跳过电动车的内卷里，走自己的奥德赛——他称明年要让星舰载着Cybertruck和Optimus去火星，进行一次探索。从Doge视线回归特斯拉，马斯克最近多次转发FSD的表现帖子——自动驾驶的Model Y、Cybertruck自行到轮船舱、交付中心——这似乎是特斯拉Robotaxi在今年6月份于奥斯汀的一次预演，在公众建立安全、可靠与期待的心智。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425547537772800,"gmtCreate":1744903410200,"gmtModify":1744903411638,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 20股…可能会留做纪念了","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 20股…可能会留做纪念了","text":"$霸王茶姬(CHA)$ 20股…可能会留做纪念了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425547537772800","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425049634157312,"gmtCreate":1744781394794,"gmtModify":1744781396771,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"说真的我对model2也提不起兴趣[笑哭]&nbsp;&nbsp;","listText":"说真的我对model2也提不起兴趣[笑哭]&nbsp;&nbsp;","text":"说真的我对model2也提不起兴趣[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425049634157312","repostId":"1183232878","repostType":2,"repost":{"id":"1183232878","kind":"news","pubTimestamp":1744771638,"share":"https://www.laohu8.com/m/news/1183232878?lang=&edition=full","pubTime":"2025-04-16 10:47","market":"us","language":"zh","title":"马斯克对电车失去兴趣？叫停Model 2项目，全力押注AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1183232878","media":"华尔街见闻","summary":"内部分析显示Robotaxi市场前景堪忧","content":"<html><head></head><body><p>据科技媒体The Information报道，马斯克似乎已对电动汽车业务失去兴趣，拒绝推出备受期待的2.5万美元经济型跨界SUV（Model2），转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。</p><p style=\"text-align: left;\">报道写道，马斯克早在去年年初就决定特斯拉不再是一家电动汽车公司。在马斯克看来，他推动电动汽车行业发展的主要目标已经实现。剩下的大多是一些更琐碎的事情，比如推出新车型以及迎合华尔街分析师的情绪。</p><p style=\"text-align: left;\">马斯克拒绝了高管们提出的继续开发价格在2.5万美元的经济型跨界SUV的建议，转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。这一决定不仅忽视了公司内部不利于Robotaxi的市场分析，还导致了三位高级高管的出走。</p><p style=\"text-align: left;\">在转型至AI公司之际，特斯拉遭遇了销售下滑、品牌危机等负面因素，使得特斯拉股价自去年12月的高点以来已下跌近50%。</p><p style=\"text-align: left;\">考虑到特斯拉的高估值，如果销售不反弹，可能进一步下跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b4a069412ecbaec27f2bcfd4b9d92b9\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">投资者现在面临的是，是否相信马斯克的AI愿景能够补偿甚至超过电动汽车业务放缓带来的损失，而这一切都取决于Robotaxi能否实现马斯克预期的宏伟预期。</p><h2 id=\"id_61873894\" style=\"text-align: left;\">内部分析显示Robotaxi市场前景堪忧</h2><p style=\"text-align: left;\">特斯拉内部未公开的分析报告对Robotaxi的前景提出了严重质疑。</p><p style=\"text-align: left;\">这款无方向盘、无踏板、无后视镜的无人驾驶电动车，在马斯克看来可能售出数百万辆并获得巨额利润。</p><p style=\"text-align: left;\">然而，<strong>内部分析显示，Robotaxi销售给个人和用于共享出行的数量可能只有数十万辆，且该车型可能永远无法盈利。</strong></p><p style=\"text-align: left;\">分析师们计算出，随着Robotaxi的普及，美国汽车市场可能从每年1500万辆萎缩至约300万辆，因为无人驾驶车辆的使用时间是私家车的五倍。</p><p style=\"text-align: left;\">不过，在排除农村地区居民、郊区有孩子的家庭和经常携带大型装备的活跃人群后，预计Robotaxi的年销量远低于100万辆。</p><p style=\"text-align: left;\">更关键的是，特斯拉2024年在美国销售的63.37万辆电动车中，有很大一部分可能无法被Robotaxi取代。</p><p style=\"text-align: left;\">分析师预计，在来自Waymo和其他初创公司的竞争下，特斯拉的市场份额将进一步缩小。</p><h2 id=\"bce19d1f\" style=\"text-align: start;\">高管反叛与&#34;Model 2之死&#34;</h2><p style=\"text-align: left;\">2024年2月最后一周，在经过两年关于Model 2的反复辩论后，马斯克在特斯拉帕洛阿尔托办公室召开了一次重要会议，这是对2.5万美元车型进行最后辩论的机会。</p><p style=\"text-align: left;\">特斯拉高级管理团队强烈支持同时生产Model 2和RoboTaxi，认为这款价格亲民的电动车每年可销售数百万辆，并为马斯克的AI雄心提供资金支持。</p><p style=\"text-align: left;\">当反对意见不断积累，气氛变得紧张时，马斯克的坚定支持者Omead Afshar甚至问道：&#34;这是一场叛变吗？&#34;</p><p style=\"text-align: left;\">最终，马斯克做出决定：<strong>Model 2项目彻底终止，特斯拉将转型为一家AI公司。</strong></p><p style=\"text-align: left;\">&#34;归根结底，我认为埃隆只是对制造大众高尔夫那样的汽车不感兴趣，&#34;一位了解情况的人士表示，&#34;他的态度是&#39;让别人去做吧&#39;。&#34;</p><p style=\"text-align: left;\">在那次会议仅六周后，三位曾为Model 2辩护的高管突然离职：动力系统高级副总裁Drew Baglino、全球公共政策和业务发展副总裁Rohan Patel以及车辆项目总监Daniel Ho。Patel表示：</p><blockquote><p style=\"text-align: left;\">&#34;我们有大量模型显示全自动驾驶(FSD)和Robotaxi的回报将是缓慢的，它将是起伏不定的。在美国以外，鉴于严格的监管环境或缺乏监管环境，这将非常非常困难。&#34;</p></blockquote><h2 id=\"id_3032641950\" style=\"text-align: left;\">转型痛点：销售下滑与品牌危机</h2><p style=\"text-align: left;\">马斯克的决定使公司面临车型老化的问题，销售下滑开始显现。</p><p style=\"text-align: left;\">从2019年至2023年，特斯拉的销售额年均增长50%，但去年下降了1%。今年第一季度，下滑幅度超过13%，多位分析师预测特斯拉交付量今年将再次萎缩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d1b29c510583053465ee001f3c3515\" tg-width=\"1055\" tg-height=\"685\"/></p><p style=\"text-align: left;\">马斯克的政治活动也对公司施加了进一步压力。他为特朗普的总统竞选投入了2.77亿美元，并利用X平台放大了有争议且常常不实的言论。</p><p style=\"text-align: left;\">这似乎已经严重损害了特斯拉在美国和欧洲的品牌，导致德国等地需求崩溃，甚至出现对特斯拉车辆和经销商的攻击事件。</p><p style=\"text-align: left;\">Wedbush Securities分析师Daniel Ives在4月6日给客户的一份报告中表示：</p><blockquote><p style=\"text-align: justify;\">马斯克在华盛顿的工作已经造成了&#34;品牌危机龙卷风，现在已经变成了F5级龙卷风&#34;，并对特斯拉造成了永久性伤害。</p></blockquote></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克对电车失去兴趣？叫停Model 2项目，全力押注AI</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克对电车失去兴趣？叫停Model 2项目，全力押注AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 10:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745293><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据科技媒体The Information报道，马斯克似乎已对电动汽车业务失去兴趣，拒绝推出备受期待的2.5万美元经济型跨界SUV（Model2），转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。报道写道，马斯克早在去年年初就决定特斯拉不再是一家电动汽车公司。在马斯克看来，他推动电动汽车行业发展的主要目标已经实现。剩下的大多是一些更琐碎的事情，比如推出新车型以及迎合华尔街分析师的情绪。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745293\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75856ca600aa7110c9cdf0d842b9cef3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3745293","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183232878","content_text":"据科技媒体The Information报道，马斯克似乎已对电动汽车业务失去兴趣，拒绝推出备受期待的2.5万美元经济型跨界SUV（Model2），转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。报道写道，马斯克早在去年年初就决定特斯拉不再是一家电动汽车公司。在马斯克看来，他推动电动汽车行业发展的主要目标已经实现。剩下的大多是一些更琐碎的事情，比如推出新车型以及迎合华尔街分析师的情绪。马斯克拒绝了高管们提出的继续开发价格在2.5万美元的经济型跨界SUV的建议，转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。这一决定不仅忽视了公司内部不利于Robotaxi的市场分析，还导致了三位高级高管的出走。在转型至AI公司之际，特斯拉遭遇了销售下滑、品牌危机等负面因素，使得特斯拉股价自去年12月的高点以来已下跌近50%。考虑到特斯拉的高估值，如果销售不反弹，可能进一步下跌。投资者现在面临的是，是否相信马斯克的AI愿景能够补偿甚至超过电动汽车业务放缓带来的损失，而这一切都取决于Robotaxi能否实现马斯克预期的宏伟预期。内部分析显示Robotaxi市场前景堪忧特斯拉内部未公开的分析报告对Robotaxi的前景提出了严重质疑。这款无方向盘、无踏板、无后视镜的无人驾驶电动车，在马斯克看来可能售出数百万辆并获得巨额利润。然而，内部分析显示，Robotaxi销售给个人和用于共享出行的数量可能只有数十万辆，且该车型可能永远无法盈利。分析师们计算出，随着Robotaxi的普及，美国汽车市场可能从每年1500万辆萎缩至约300万辆，因为无人驾驶车辆的使用时间是私家车的五倍。不过，在排除农村地区居民、郊区有孩子的家庭和经常携带大型装备的活跃人群后，预计Robotaxi的年销量远低于100万辆。更关键的是，特斯拉2024年在美国销售的63.37万辆电动车中，有很大一部分可能无法被Robotaxi取代。分析师预计，在来自Waymo和其他初创公司的竞争下，特斯拉的市场份额将进一步缩小。高管反叛与\"Model 2之死\"2024年2月最后一周，在经过两年关于Model 2的反复辩论后，马斯克在特斯拉帕洛阿尔托办公室召开了一次重要会议，这是对2.5万美元车型进行最后辩论的机会。特斯拉高级管理团队强烈支持同时生产Model 2和RoboTaxi，认为这款价格亲民的电动车每年可销售数百万辆，并为马斯克的AI雄心提供资金支持。当反对意见不断积累，气氛变得紧张时，马斯克的坚定支持者Omead Afshar甚至问道：\"这是一场叛变吗？\"最终，马斯克做出决定：Model 2项目彻底终止，特斯拉将转型为一家AI公司。\"归根结底，我认为埃隆只是对制造大众高尔夫那样的汽车不感兴趣，\"一位了解情况的人士表示，\"他的态度是'让别人去做吧'。\"在那次会议仅六周后，三位曾为Model 2辩护的高管突然离职：动力系统高级副总裁Drew Baglino、全球公共政策和业务发展副总裁Rohan Patel以及车辆项目总监Daniel Ho。Patel表示：\"我们有大量模型显示全自动驾驶(FSD)和Robotaxi的回报将是缓慢的，它将是起伏不定的。在美国以外，鉴于严格的监管环境或缺乏监管环境，这将非常非常困难。\"转型痛点：销售下滑与品牌危机马斯克的决定使公司面临车型老化的问题，销售下滑开始显现。从2019年至2023年，特斯拉的销售额年均增长50%，但去年下降了1%。今年第一季度，下滑幅度超过13%，多位分析师预测特斯拉交付量今年将再次萎缩。马斯克的政治活动也对公司施加了进一步压力。他为特朗普的总统竞选投入了2.77亿美元，并利用X平台放大了有争议且常常不实的言论。这似乎已经严重损害了特斯拉在美国和欧洲的品牌，导致德国等地需求崩溃，甚至出现对特斯拉车辆和经销商的攻击事件。Wedbush Securities分析师Daniel Ives在4月6日给客户的一份报告中表示：马斯克在华盛顿的工作已经造成了\"品牌危机龙卷风，现在已经变成了F5级龙卷风\"，并对特斯拉造成了永久性伤害。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494978429552293","authorId":"3494978429552293","name":"咁搞笑嘅你","avatar":"https://static.tigerbbs.com/1dbc40ae211a324cf9c3da569a94af14","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494978429552293","authorIdStr":"3494978429552293"},"content":"那难怪马斯克要取消model2呢，原来是您提不起兴趣导致的","text":"那难怪马斯克要取消model2呢，原来是您提不起兴趣导致的","html":"那难怪马斯克要取消model2呢，原来是您提不起兴趣导致的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422474051056096,"gmtCreate":1744172464451,"gmtModify":1744172466692,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"不受情绪左右，保持清醒，永不退出","listText":"不受情绪左右，保持清醒，永不退出","text":"不受情绪左右，保持清醒，永不退出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422474051056096","isVote":1,"tweetType":1,"viewCount":1665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419405913706896,"gmtCreate":1743425430146,"gmtModify":1743425431849,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> 对不住，你为大家，我为小家，但依然看好你所做的事，卖出盈利，留着看多","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> 对不住，你为大家，我为小家，但依然看好你所做的事，卖出盈利，留着看多","text":"$特斯拉(TSLA)$ $Tradr 2X Short TSLA Daily ETF(TSLQ)$ 对不住，你为大家，我为小家，但依然看好你所做的事，卖出盈利，留着看多","images":[{"img":"https://static.tigerbbs.com/891aeafbf49cee3f86be19bfdae9c1b9","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412262314234008","isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":408048828497952,"gmtCreate":1740642926680,"gmtModify":1740643678941,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"看了FSD在中国的很多视频，走自行车道右转，不进待转区，调头规则不清楚外，这些只是需要数据学习即可掌握，就像人一样，这是从实际情况角度出发的。而目前国内大多都是规则型，地线，路标，指示灯，这些我们可以叫它因子，因子组合稳定，场景就可控，一旦因子不稳定或新的因子出现，智驾秒变智障，如何将一套代码适用所有场景是最难的，而基于视觉场景的机器学习才是一劳永逸。虽然目前FSD水土不服，但我看好它的进化速度！","listText":"看了FSD在中国的很多视频，走自行车道右转，不进待转区，调头规则不清楚外，这些只是需要数据学习即可掌握，就像人一样，这是从实际情况角度出发的。而目前国内大多都是规则型，地线，路标，指示灯，这些我们可以叫它因子，因子组合稳定，场景就可控，一旦因子不稳定或新的因子出现，智驾秒变智障，如何将一套代码适用所有场景是最难的，而基于视觉场景的机器学习才是一劳永逸。虽然目前FSD水土不服，但我看好它的进化速度！","text":"看了FSD在中国的很多视频，走自行车道右转，不进待转区，调头规则不清楚外，这些只是需要数据学习即可掌握，就像人一样，这是从实际情况角度出发的。而目前国内大多都是规则型，地线，路标，指示灯，这些我们可以叫它因子，因子组合稳定，场景就可控，一旦因子不稳定或新的因子出现，智驾秒变智障，如何将一套代码适用所有场景是最难的，而基于视觉场景的机器学习才是一劳永逸。虽然目前FSD水土不服，但我看好它的进化速度！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408048828497952","isVote":1,"tweetType":1,"viewCount":2175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399501261845008,"gmtCreate":1738556656866,"gmtModify":1738561677562,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> deepseek成本再怎么低，也顶多干掉chatgpt，用的还是英伟达芯片，不懂为啥能干掉卖铲子的[捂脸]&nbsp; ，现在回调难道不是大好时机吗？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> deepseek成本再怎么低，也顶多干掉chatgpt，用的还是英伟达芯片，不懂为啥能干掉卖铲子的[捂脸]&nbsp; ，现在回调难道不是大好时机吗？","text":"$英伟达(NVDA)$ deepseek成本再怎么低，也顶多干掉chatgpt，用的还是英伟达芯片，不懂为啥能干掉卖铲子的[捂脸] ，现在回调难道不是大好时机吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399501261845008","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496310087653607","authorId":"3496310087653607","name":"投资者123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3496310087653607","authorIdStr":"3496310087653607"},"content":"本来还好，但是如果配合川普关税等等的政策套餐，那就遭不住了","text":"本来还好，但是如果配合川普关税等等的政策套餐，那就遭不住了","html":"本来还好，但是如果配合川普关税等等的政策套餐，那就遭不住了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395333273805424,"gmtCreate":1737526998420,"gmtModify":1737527769205,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3587024503136317","authorIdStr":"3587024503136317"},"themes":[],"htmlText":"<a 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特斯拉减的有点多，这个月要择机买回来一些","images":[{"img":"https://static.tigerbbs.com/8e33c72378ff8a03067b88053e186564","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377225599279192","isVote":1,"tweetType":1,"viewCount":5785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4192584719467360","idStr":"4192584719467360"},"content":"炒股高手，独具慧眼，洞悉市场风云，让人佩服。","text":"炒股高手，独具慧眼，洞悉市场风云，让人佩服。","html":"炒股高手，独具慧眼，洞悉市场风云，让人佩服。"},{"author":{"id":"4108280477106530","authorId":"4108280477106530","name":"Hermione","avatar":"https://static.tigerbbs.com/ecab3917ef338b7627fc458d472544c0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4108280477106530","idStr":"4108280477106530"},"content":"投资的本质是对未来的判断。","text":"投资的本质是对未来的判断。","html":"投资的本质是对未来的判断。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":444177735815336,"gmtCreate":1749463411210,"gmtModify":1749464064629,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"依我看，马斯克只是履行离任前和特朗普的约定，马斯克跳出来这一骂，然后又和特朗普示好缓和，这样其他人就不会反对法案了[666]&nbsp;&nbsp;","listText":"依我看，马斯克只是履行离任前和特朗普的约定，马斯克跳出来这一骂，然后又和特朗普示好缓和，这样其他人就不会反对法案了[666]&nbsp;&nbsp;","text":"依我看，马斯克只是履行离任前和特朗普的约定，马斯克跳出来这一骂，然后又和特朗普示好缓和，这样其他人就不会反对法案了[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/444177735815336","isVote":1,"tweetType":1,"viewCount":3817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"老马花了2亿刀，没捞到任何好处是事实吧？","text":"老马花了2亿刀，没捞到任何好处是事实吧？","html":"老马花了2亿刀，没捞到任何好处是事实吧？"},{"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"Muskey","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"content":"就是在演戏‌[笑哭] 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昨天平了一半已经回本，保留到下周看看","images":[{"img":"https://static.tigerbbs.com/1c25e1d206ce3db34937e0ea4c0811b2","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382921104187496","isVote":1,"tweetType":1,"viewCount":6470,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010337","authorId":"10000000000010337","name":"tiger迷","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010337","idStr":"10000000000010337"},"content":"稳住，期待下周的表现","text":"稳住，期待下周的表现","html":"稳住，期待下周的表现"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":380830819668160,"gmtCreate":1733985377008,"gmtModify":1733985378663,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"我觉得<a href=\"https://laohu8.com/S/DJT\"> $特朗普媒体科技集团(DJT)$ </a>这个应该大涨吧 [开心]","listText":"我觉得<a href=\"https://laohu8.com/S/DJT\"> $特朗普媒体科技集团(DJT)$ </a>这个应该大涨吧 [开心]","text":"我觉得 $特朗普媒体科技集团(DJT)$ 这个应该大涨吧 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380830819668160","isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/9af1a7e6d3e7027d5446763f1d1c0e3c","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"content":"这个票等特朗普上任之后必有一波疯涨","text":"这个票等特朗普上任之后必有一波疯涨","html":"这个票等特朗普上任之后必有一波疯涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444427567026488,"gmtCreate":1749524254152,"gmtModify":1749524255375,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看涨同时，买下探10%的保护，我宁愿涨的时候交点保护费","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看涨同时，买下探10%的保护，我宁愿涨的时候交点保护费","text":"$特斯拉(TSLA)$ 看涨同时，买下探10%的保护，我宁愿涨的时候交点保护费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444427567026488","isVote":1,"tweetType":1,"viewCount":2359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378880779071752,"gmtCreate":1733534336932,"gmtModify":1745225496438,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XCH\">$XCHG Limited(XCH)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XCH\">$XCHG Limited(XCH)$&nbsp;</a> 打新剩了1手留作纪念","listText":"<a href=\"https://laohu8.com/S/XCH\">$XCHG Limited(XCH)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XCH\">$XCHG Limited(XCH)$&nbsp;</a> 打新剩了1手留作纪念","text":"$XCHG Limited(XCH)$ $XCHG Limited(XCH)$ 打新剩了1手留作纪念","images":[{"img":"https://static.tigerbbs.com/a281ef237bd7bb706497f18d2042d9c3","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378880779071752","isVote":1,"tweetType":1,"viewCount":8207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":378386954154304,"gmtCreate":1733410085596,"gmtModify":1733455825199,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 还是忍不住利益诱惑，平了sellcall，我承认我错了[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 还是忍不住利益诱惑，平了sellcall，我承认我错了[捂脸]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 还是忍不住利益诱惑，平了sellcall，我承认我错了[捂脸]","images":[{"img":"https://static.tigerbbs.com/fd6aef3ce772af96d0b790a548960316","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378386954154304","isVote":1,"tweetType":1,"viewCount":7146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":450667810033768,"gmtCreate":1750995660187,"gmtModify":1750995661523,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 不知道为啥，自从了解了比一元硬币还薄的笔记本，就对雷军没啥好感，耍这鸡贼心眼就叫会营销？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 不知道为啥，自从了解了比一元硬币还薄的笔记本，就对雷军没啥好感，耍这鸡贼心眼就叫会营销？","text":"$小米集团-W(01810)$ 不知道为啥，自从了解了比一元硬币还薄的笔记本，就对雷军没啥好感，耍这鸡贼心眼就叫会营销？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450667810033768","repostId":"1174482766","repostType":2,"repost":{"id":"1174482766","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1750980213,"share":"https://www.laohu8.com/m/news/1174482766?lang=&edition=full","pubTime":"2025-06-27 07:23","market":"hk","language":"zh","title":"彻底爆了！小米首款SUV小米YU7上市，1小时大定突破289000台","url":"https://stock-news.laohu8.com/highlight/detail?id=1174482766","media":"老虎资讯综合","summary":"6月26日晚间，雷军官宣YU7售价25.35万起，发布后3分钟大定突破20万台，仅仅1个小时后大定28.9万台。小米集团美股ADR一度涨超10%，同时刺激恒指期货上扬。小米集团美股ADR最终涨9.85%。小米汽车首款SUV车型YU7标准版的售价为25.35万元，比Model Y便宜1万元，Pro版售价27.99万元，MAX版售价32.99万元。全系超长续航，标准版为835km。同日，小米还发布了AI眼镜、SU7 Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。","content":"<html><head></head><body><p>6月26日晚间，雷军官宣YU7售价25.35万起，发布后3分钟大定突破20万台，仅仅1个小时后大定28.9万台。<a href=\"https://laohu8.com/S/XIACY\">小米集团ADR</a>盘中一度涨超12%，股价创历史新高。同时刺激恒指期货上扬。<a href=\"https://laohu8.com/S/XIACY\">小米集团ADR</a>最终涨9.85%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7348a699830ea633b3d1c67b2cfe15c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米汽车首款SUV车型YU7标准版的售价为25.35万元，比Model Y便宜1万元，Pro版售价27.99万元，MAX版售价32.99万元。全系超长续航，标准版为835km。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088339947c952d5535e9b7528ac4d8a1\" title=\"\" tg-width=\"1080\" tg-height=\"1440\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ce81c161e9ca994188de2bf9fe62b1\" title=\"\" tg-width=\"960\" tg-height=\"1280\"/></p><p>同日，小米还发布了AI眼镜、SU7 Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>彻底爆了！小米首款SUV小米YU7上市，1小时大定突破289000台</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彻底爆了！小米首款SUV小米YU7上市，1小时大定突破289000台\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-27 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月26日晚间，雷军官宣YU7售价25.35万起，发布后3分钟大定突破20万台，仅仅1个小时后大定28.9万台。<a href=\"https://laohu8.com/S/XIACY\">小米集团ADR</a>盘中一度涨超12%，股价创历史新高。同时刺激恒指期货上扬。<a href=\"https://laohu8.com/S/XIACY\">小米集团ADR</a>最终涨9.85%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7348a699830ea633b3d1c67b2cfe15c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米汽车首款SUV车型YU7标准版的售价为25.35万元，比Model Y便宜1万元，Pro版售价27.99万元，MAX版售价32.99万元。全系超长续航，标准版为835km。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088339947c952d5535e9b7528ac4d8a1\" title=\"\" tg-width=\"1080\" tg-height=\"1440\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ce81c161e9ca994188de2bf9fe62b1\" title=\"\" tg-width=\"960\" tg-height=\"1280\"/></p><p>同日，小米还发布了AI眼镜、SU7 Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","BK1607":"新IT概念","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","XIACY":"小米集团ADR","01810":"小米集团-W","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174482766","content_text":"6月26日晚间，雷军官宣YU7售价25.35万起，发布后3分钟大定突破20万台，仅仅1个小时后大定28.9万台。小米集团ADR盘中一度涨超12%，股价创历史新高。同时刺激恒指期货上扬。小米集团ADR最终涨9.85%。小米汽车首款SUV车型YU7标准版的售价为25.35万元，比Model Y便宜1万元，Pro版售价27.99万元，MAX版售价32.99万元。全系超长续航，标准版为835km。同日，小米还发布了AI眼镜、SU7 Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。","news_type":1,"symbols_score_info":{"01810":1,"MIUmain":1,"XIACY":1.1}},"isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447045307089768,"gmtCreate":1750162976433,"gmtModify":1750162979152,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉今天好像大批交车了，路上看见四五辆临牌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉今天好像大批交车了，路上看见四五辆临牌","text":"$特斯拉(TSLA)$ 特斯拉今天好像大批交车了，路上看见四五辆临牌","images":[{"img":"https://static.tigerbbs.com/77ddc78c50b8e2ef5e9064176cd62e75","width":"3000","height":"4000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447045307089768","isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":444214096048888,"gmtCreate":1749471887359,"gmtModify":1749471889327,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"特斯拉除了sexy没有新车型，加之DOGE和焕新生产线交替，市场需求逐渐降低是正常的，但特斯拉有机器人，而比亚迪只有电车","listText":"特斯拉除了sexy没有新车型，加之DOGE和焕新生产线交替，市场需求逐渐降低是正常的，但特斯拉有机器人，而比亚迪只有电车","text":"特斯拉除了sexy没有新车型，加之DOGE和焕新生产线交替，市场需求逐渐降低是正常的，但特斯拉有机器人，而比亚迪只有电车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444214096048888","repostId":"2542877926","repostType":2,"repost":{"id":"2542877926","kind":"news","pubTimestamp":1749448260,"share":"https://www.laohu8.com/m/news/2542877926?lang=&edition=full","pubTime":"2025-06-09 13:51","market":"us","language":"zh","title":"别说第一，特斯拉连全球纯电第二名，都保不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2542877926","media":"Ofweek光电信息网","summary":"说起全球新能源汽车的代表者，一定是特斯拉，毕竟它目前也是全球市值最高的车企，品牌也是最响亮的。不过2022年时，论纯电车销量，特斯拉还是第一名，但到了2024年末时，纯电车的销量也被中国车企比亚迪超过，特斯拉只能排第二名。到了2025年二季度时时，特斯拉连全球纯电销量第二名，都保不住了，被中国车企吉利超过了，你说尴尬不尴尬？","content":"<html><body><article><p>说起全球新能源汽车的代表者，一定是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，毕竟它目前也是全球市值最高的车企，品牌也是最响亮的。</p><p>特别是前几年，特斯拉一直是全球销量最高的纯电品牌，畅销全球，而中国车企确实早期是跟在特斯拉后面学的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250609135908404d206o11qkbo5i4i\"/><p>不过，随着国产汽车在新能源领域的发展，特斯拉慢慢的就地位不保了。</p><p>首先是在2022年，全球新能源汽车的总销量排第一名的不再是特斯拉，而是<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。不过2022年时，论纯电车销量，特斯拉还是第一名，但到了2024年末时，纯电车的销量也被中国车企<a href=\"https://laohu8.com/S/01211\">比亚迪</a>超过，特斯拉只能排第二名。</p><p>到了2025年二季度时时，特斯拉连全球纯电销量第二名，都保不住了，被中国车企吉利超过了，你说尴尬不尴尬？</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202506/09100734814924.jpg\"/><p>如上图所示，这是某机构跟踪的从2019年到2025年，全球纯电汽车销量排名、市场份额等情况。</p><p>可以看到在2024年之前，纯电车是特斯拉的天下，份额均是超过20%的，相当于每卖出5辆纯电车中，就有一辆是特斯拉。</p><p>但到了2024年末时，比亚迪超过了特斯拉，特斯拉只能排第二名了，2025年二季度时，特斯拉再被吉利超过，排到第三名去了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250609135943219d206okmbf5857ei\"/><p>另外，大家看看前20名中，中国车企占了11位，份额超过了60%以上，更何况这还只是部分车企，要是全部算上中国车企，估计总到70-80%的份额去了。</p><p>可见，现在的国产汽车，也许在燃油车上还是不如一些国外车企，但是在新能源领域，不仅仅是混动这一块，在纯电这一块，也是处于真正的统治地位了。</p><p>想以前，大家都说中国汽车工业落后欧美上百年，如今看到这个新能源汽车、纯电汽车的销量及市场，估计大家不会再这么说了吧，中国汽车工业这算是真正的弯道超车了。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n别说第一，特斯拉连全球纯电第二名，都保不住了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-09 13:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060913594695144db9&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>说起全球新能源汽车的代表者，一定是特斯拉，毕竟它目前也是全球市值最高的车企，品牌也是最响亮的。特别是前几年，特斯拉一直是全球销量最高的纯电品牌，畅销全球，而中国车企确实早期是跟在特斯拉后面学的。不过，随着国产汽车在新能源领域的发展，特斯拉慢慢的就地位不保了。首先是在2022年，全球新能源汽车的总销量排第一名的不再是特斯拉，而是比亚迪。不过2022年时，论纯电车销量，特斯拉还是第一名，但到了2024...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060913594695144db9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4588":"碎股","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) 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ACC","BK4612":"AI芯片"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060913594695144db9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542877926","content_text":"说起全球新能源汽车的代表者，一定是特斯拉，毕竟它目前也是全球市值最高的车企，品牌也是最响亮的。特别是前几年，特斯拉一直是全球销量最高的纯电品牌，畅销全球，而中国车企确实早期是跟在特斯拉后面学的。不过，随着国产汽车在新能源领域的发展，特斯拉慢慢的就地位不保了。首先是在2022年，全球新能源汽车的总销量排第一名的不再是特斯拉，而是比亚迪。不过2022年时，论纯电车销量，特斯拉还是第一名，但到了2024年末时，纯电车的销量也被中国车企比亚迪超过，特斯拉只能排第二名。到了2025年二季度时时，特斯拉连全球纯电销量第二名，都保不住了，被中国车企吉利超过了，你说尴尬不尴尬？如上图所示，这是某机构跟踪的从2019年到2025年，全球纯电汽车销量排名、市场份额等情况。可以看到在2024年之前，纯电车是特斯拉的天下，份额均是超过20%的，相当于每卖出5辆纯电车中，就有一辆是特斯拉。但到了2024年末时，比亚迪超过了特斯拉，特斯拉只能排第二名了，2025年二季度时，特斯拉再被吉利超过，排到第三名去了。另外，大家看看前20名中，中国车企占了11位，份额超过了60%以上，更何况这还只是部分车企，要是全部算上中国车企，估计总到70-80%的份额去了。可见，现在的国产汽车，也许在燃油车上还是不如一些国外车企，但是在新能源领域，不仅仅是混动这一块，在纯电这一块，也是处于真正的统治地位了。想以前，大家都说中国汽车工业落后欧美上百年，如今看到这个新能源汽车、纯电汽车的销量及市场，估计大家不会再这么说了吧，中国汽车工业这算是真正的弯道超车了。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434208455029496,"gmtCreate":1747042104059,"gmtModify":1747042105457,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 反正出了20%，剩下继续吃肉，敢跌到240就全补回来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 反正出了20%，剩下继续吃肉，敢跌到240就全补回来","text":"$特斯拉(TSLA)$ 反正出了20%，剩下继续吃肉，敢跌到240就全补回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434208455029496","isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427454376411184,"gmtCreate":1745382545764,"gmtModify":1745382547303,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 感觉四月底是最后加仓机会","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 感觉四月底是最后加仓机会","text":"$特斯拉(TSLA)$ 感觉四月底是最后加仓机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427454376411184","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425049634157312,"gmtCreate":1744781394794,"gmtModify":1744781396771,"author":{"id":"3587024503136317","authorId":"3587024503136317","name":"黑金甲虫","avatar":"https://static.tigerbbs.com/8b617ae9bf8d8f1146cef78e0ac5d4ad","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587024503136317","idStr":"3587024503136317"},"themes":[],"htmlText":"说真的我对model2也提不起兴趣[笑哭]&nbsp;&nbsp;","listText":"说真的我对model2也提不起兴趣[笑哭]&nbsp;&nbsp;","text":"说真的我对model2也提不起兴趣[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425049634157312","repostId":"1183232878","repostType":2,"repost":{"id":"1183232878","kind":"news","pubTimestamp":1744771638,"share":"https://www.laohu8.com/m/news/1183232878?lang=&edition=full","pubTime":"2025-04-16 10:47","market":"us","language":"zh","title":"马斯克对电车失去兴趣？叫停Model 2项目，全力押注AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1183232878","media":"华尔街见闻","summary":"内部分析显示Robotaxi市场前景堪忧","content":"<html><head></head><body><p>据科技媒体The Information报道，马斯克似乎已对电动汽车业务失去兴趣，拒绝推出备受期待的2.5万美元经济型跨界SUV（Model2），转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。</p><p style=\"text-align: left;\">报道写道，马斯克早在去年年初就决定特斯拉不再是一家电动汽车公司。在马斯克看来，他推动电动汽车行业发展的主要目标已经实现。剩下的大多是一些更琐碎的事情，比如推出新车型以及迎合华尔街分析师的情绪。</p><p style=\"text-align: left;\">马斯克拒绝了高管们提出的继续开发价格在2.5万美元的经济型跨界SUV的建议，转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。这一决定不仅忽视了公司内部不利于Robotaxi的市场分析，还导致了三位高级高管的出走。</p><p style=\"text-align: left;\">在转型至AI公司之际，特斯拉遭遇了销售下滑、品牌危机等负面因素，使得特斯拉股价自去年12月的高点以来已下跌近50%。</p><p style=\"text-align: left;\">考虑到特斯拉的高估值，如果销售不反弹，可能进一步下跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b4a069412ecbaec27f2bcfd4b9d92b9\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">投资者现在面临的是，是否相信马斯克的AI愿景能够补偿甚至超过电动汽车业务放缓带来的损失，而这一切都取决于Robotaxi能否实现马斯克预期的宏伟预期。</p><h2 id=\"id_61873894\" style=\"text-align: left;\">内部分析显示Robotaxi市场前景堪忧</h2><p style=\"text-align: left;\">特斯拉内部未公开的分析报告对Robotaxi的前景提出了严重质疑。</p><p style=\"text-align: left;\">这款无方向盘、无踏板、无后视镜的无人驾驶电动车，在马斯克看来可能售出数百万辆并获得巨额利润。</p><p style=\"text-align: left;\">然而，<strong>内部分析显示，Robotaxi销售给个人和用于共享出行的数量可能只有数十万辆，且该车型可能永远无法盈利。</strong></p><p style=\"text-align: left;\">分析师们计算出，随着Robotaxi的普及，美国汽车市场可能从每年1500万辆萎缩至约300万辆，因为无人驾驶车辆的使用时间是私家车的五倍。</p><p style=\"text-align: left;\">不过，在排除农村地区居民、郊区有孩子的家庭和经常携带大型装备的活跃人群后，预计Robotaxi的年销量远低于100万辆。</p><p style=\"text-align: left;\">更关键的是，特斯拉2024年在美国销售的63.37万辆电动车中，有很大一部分可能无法被Robotaxi取代。</p><p style=\"text-align: left;\">分析师预计，在来自Waymo和其他初创公司的竞争下，特斯拉的市场份额将进一步缩小。</p><h2 id=\"bce19d1f\" style=\"text-align: start;\">高管反叛与&#34;Model 2之死&#34;</h2><p style=\"text-align: left;\">2024年2月最后一周，在经过两年关于Model 2的反复辩论后，马斯克在特斯拉帕洛阿尔托办公室召开了一次重要会议，这是对2.5万美元车型进行最后辩论的机会。</p><p style=\"text-align: left;\">特斯拉高级管理团队强烈支持同时生产Model 2和RoboTaxi，认为这款价格亲民的电动车每年可销售数百万辆，并为马斯克的AI雄心提供资金支持。</p><p style=\"text-align: left;\">当反对意见不断积累，气氛变得紧张时，马斯克的坚定支持者Omead Afshar甚至问道：&#34;这是一场叛变吗？&#34;</p><p style=\"text-align: left;\">最终，马斯克做出决定：<strong>Model 2项目彻底终止，特斯拉将转型为一家AI公司。</strong></p><p style=\"text-align: left;\">&#34;归根结底，我认为埃隆只是对制造大众高尔夫那样的汽车不感兴趣，&#34;一位了解情况的人士表示，&#34;他的态度是&#39;让别人去做吧&#39;。&#34;</p><p style=\"text-align: left;\">在那次会议仅六周后，三位曾为Model 2辩护的高管突然离职：动力系统高级副总裁Drew Baglino、全球公共政策和业务发展副总裁Rohan Patel以及车辆项目总监Daniel Ho。Patel表示：</p><blockquote><p style=\"text-align: left;\">&#34;我们有大量模型显示全自动驾驶(FSD)和Robotaxi的回报将是缓慢的，它将是起伏不定的。在美国以外，鉴于严格的监管环境或缺乏监管环境，这将非常非常困难。&#34;</p></blockquote><h2 id=\"id_3032641950\" style=\"text-align: left;\">转型痛点：销售下滑与品牌危机</h2><p style=\"text-align: left;\">马斯克的决定使公司面临车型老化的问题，销售下滑开始显现。</p><p style=\"text-align: left;\">从2019年至2023年，特斯拉的销售额年均增长50%，但去年下降了1%。今年第一季度，下滑幅度超过13%，多位分析师预测特斯拉交付量今年将再次萎缩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d1b29c510583053465ee001f3c3515\" tg-width=\"1055\" tg-height=\"685\"/></p><p style=\"text-align: left;\">马斯克的政治活动也对公司施加了进一步压力。他为特朗普的总统竞选投入了2.77亿美元，并利用X平台放大了有争议且常常不实的言论。</p><p style=\"text-align: left;\">这似乎已经严重损害了特斯拉在美国和欧洲的品牌，导致德国等地需求崩溃，甚至出现对特斯拉车辆和经销商的攻击事件。</p><p style=\"text-align: left;\">Wedbush Securities分析师Daniel Ives在4月6日给客户的一份报告中表示：</p><blockquote><p style=\"text-align: justify;\">马斯克在华盛顿的工作已经造成了&#34;品牌危机龙卷风，现在已经变成了F5级龙卷风&#34;，并对特斯拉造成了永久性伤害。</p></blockquote></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克对电车失去兴趣？叫停Model 2项目，全力押注AI</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克对电车失去兴趣？叫停Model 2项目，全力押注AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 10:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745293><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据科技媒体The Information报道，马斯克似乎已对电动汽车业务失去兴趣，拒绝推出备受期待的2.5万美元经济型跨界SUV（Model2），转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。报道写道，马斯克早在去年年初就决定特斯拉不再是一家电动汽车公司。在马斯克看来，他推动电动汽车行业发展的主要目标已经实现。剩下的大多是一些更琐碎的事情，比如推出新车型以及迎合华尔街分析师的情绪。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745293\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75856ca600aa7110c9cdf0d842b9cef3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3745293","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183232878","content_text":"据科技媒体The Information报道，马斯克似乎已对电动汽车业务失去兴趣，拒绝推出备受期待的2.5万美元经济型跨界SUV（Model2），转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。报道写道，马斯克早在去年年初就决定特斯拉不再是一家电动汽车公司。在马斯克看来，他推动电动汽车行业发展的主要目标已经实现。剩下的大多是一些更琐碎的事情，比如推出新车型以及迎合华尔街分析师的情绪。马斯克拒绝了高管们提出的继续开发价格在2.5万美元的经济型跨界SUV的建议，转而全力押注无人驾驶Robotaxi和人形机器人等AI产品。这一决定不仅忽视了公司内部不利于Robotaxi的市场分析，还导致了三位高级高管的出走。在转型至AI公司之际，特斯拉遭遇了销售下滑、品牌危机等负面因素，使得特斯拉股价自去年12月的高点以来已下跌近50%。考虑到特斯拉的高估值，如果销售不反弹，可能进一步下跌。投资者现在面临的是，是否相信马斯克的AI愿景能够补偿甚至超过电动汽车业务放缓带来的损失，而这一切都取决于Robotaxi能否实现马斯克预期的宏伟预期。内部分析显示Robotaxi市场前景堪忧特斯拉内部未公开的分析报告对Robotaxi的前景提出了严重质疑。这款无方向盘、无踏板、无后视镜的无人驾驶电动车，在马斯克看来可能售出数百万辆并获得巨额利润。然而，内部分析显示，Robotaxi销售给个人和用于共享出行的数量可能只有数十万辆，且该车型可能永远无法盈利。分析师们计算出，随着Robotaxi的普及，美国汽车市场可能从每年1500万辆萎缩至约300万辆，因为无人驾驶车辆的使用时间是私家车的五倍。不过，在排除农村地区居民、郊区有孩子的家庭和经常携带大型装备的活跃人群后，预计Robotaxi的年销量远低于100万辆。更关键的是，特斯拉2024年在美国销售的63.37万辆电动车中，有很大一部分可能无法被Robotaxi取代。分析师预计，在来自Waymo和其他初创公司的竞争下，特斯拉的市场份额将进一步缩小。高管反叛与\"Model 2之死\"2024年2月最后一周，在经过两年关于Model 2的反复辩论后，马斯克在特斯拉帕洛阿尔托办公室召开了一次重要会议，这是对2.5万美元车型进行最后辩论的机会。特斯拉高级管理团队强烈支持同时生产Model 2和RoboTaxi，认为这款价格亲民的电动车每年可销售数百万辆，并为马斯克的AI雄心提供资金支持。当反对意见不断积累，气氛变得紧张时，马斯克的坚定支持者Omead Afshar甚至问道：\"这是一场叛变吗？\"最终，马斯克做出决定：Model 2项目彻底终止，特斯拉将转型为一家AI公司。\"归根结底，我认为埃隆只是对制造大众高尔夫那样的汽车不感兴趣，\"一位了解情况的人士表示，\"他的态度是'让别人去做吧'。\"在那次会议仅六周后，三位曾为Model 2辩护的高管突然离职：动力系统高级副总裁Drew Baglino、全球公共政策和业务发展副总裁Rohan Patel以及车辆项目总监Daniel Ho。Patel表示：\"我们有大量模型显示全自动驾驶(FSD)和Robotaxi的回报将是缓慢的，它将是起伏不定的。在美国以外，鉴于严格的监管环境或缺乏监管环境，这将非常非常困难。\"转型痛点：销售下滑与品牌危机马斯克的决定使公司面临车型老化的问题，销售下滑开始显现。从2019年至2023年，特斯拉的销售额年均增长50%，但去年下降了1%。今年第一季度，下滑幅度超过13%，多位分析师预测特斯拉交付量今年将再次萎缩。马斯克的政治活动也对公司施加了进一步压力。他为特朗普的总统竞选投入了2.77亿美元，并利用X平台放大了有争议且常常不实的言论。这似乎已经严重损害了特斯拉在美国和欧洲的品牌，导致德国等地需求崩溃，甚至出现对特斯拉车辆和经销商的攻击事件。Wedbush Securities分析师Daniel Ives在4月6日给客户的一份报告中表示：马斯克在华盛顿的工作已经造成了\"品牌危机龙卷风，现在已经变成了F5级龙卷风\"，并对特斯拉造成了永久性伤害。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494978429552293","authorId":"3494978429552293","name":"咁搞笑嘅你","avatar":"https://static.tigerbbs.com/1dbc40ae211a324cf9c3da569a94af14","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494978429552293","idStr":"3494978429552293"},"content":"那难怪马斯克要取消model2呢，原来是您提不起兴趣导致的","text":"那难怪马斯克要取消model2呢，原来是您提不起兴趣导致的","html":"那难怪马斯克要取消model2呢，原来是您提不起兴趣导致的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}